One really must say, the current obsession with artificial intelligence is rather tiresome, but undeniably profitable for some. And at the very heart of this digital flurry, rather predictably, sits Nvidia (NVDA +1.44%). They supply the necessary ‘thinking machines’, you see, and are thus, as the Americans so inelegantly put it, ‘the bellwether’. A rather vulgar term, but it does, I suppose, convey the general idea.
The quarterly pronouncements from the company have, of late, become something of an event. And Mr. Jensen Huang, Nvidia’s CEO, has just delivered the latest dispatch. A remarkably robust one, as it happens.
The Numbers, Darling, Are Quite Astonishing
There was a certain amount of fretful whispering amongst the financial chattering classes, a suggestion that Nvidia’s ascent might… falter. How utterly dreary. As it turns out, sales didn’t merely continue, they accelerated. For their fiscal 2026 fourth quarter (ending January 25th), they managed a record revenue of $68 billion. A most impressive sum, wouldn’t you agree? Up 73% year over year and 20% quarter over quarter. Adjusted earnings per share surged 82%, reaching $1.62. And all underpinned by a rather healthy gross margin of 75%. One almost feels sorry for the competition.
Analysts, bless their optimistic hearts, were predicting $66.2 billion in revenue and $1.54 in adjusted EPS. Nvidia, with a delightful disregard for expectations, simply sailed past both hurdles. A touch showy, perhaps, but one can’t help but admire the audacity.
The data center segment, responsible for those rather enormous computing facilities, continues to be the star performer. Revenue soared 75% year over year to $62.3 billion. One suspects there’s a great deal of frantic activity within those server farms.
Even the gaming segment, once Nvidia’s reliable bread and butter, managed a respectable performance, though it’s now rather overshadowed by the data center’s dominance. Gaming revenue totaled $3.7 billion, up 47% year over year. Though CFO Colette Kress hinted at potential supply constraints in the future, suggesting a shift in priorities. AI, naturally.
Mr. Huang, in a typically understated manner, assured us that his next-generation processors will further solidify Nvidia’s position. “Computing demand is growing exponentially,” he declared. “The agentic AI inflection point has arrived.” A rather grand pronouncement, but one can’t help but suspect he’s rather enjoying the spectacle. He went on to describe the ‘Grace Blackwell’ processor as “the king of inference,” and promised even more impressive developments with ‘Vera Rubin’. One wonders if they’re naming these things after particularly demanding mistresses.
The AI Apocalypse? Hardly.
Management’s outlook suggests this upward trajectory will continue. Nvidia forecasts revenue of $78 billion for the first quarter, representing a year-over-year growth of 77%. Their gross margin is expected to remain steady, at 74.9%. One can’t help but feel a certain amount of… envy.
This, my dears, should finally silence those tiresome pronouncements about a slowdown in AI. Mr. Huang has delivered a spectacular performance, and Nvidia’s future prospects appear, shall we say, remarkably bright. And at less than 25 times forward earnings, the stock is, dare one say, attractively priced. Though one wouldn’t want to be caught overpaying, naturally.
Read More
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- Gold Rate Forecast
- Brown Dust 2 Mirror Wars (PvP) Tier List – July 2025
- HSR 3.7 story ending explained: What happened to the Chrysos Heirs?
- Games That Faced Bans in Countries Over Political Themes
- ETH PREDICTION. ETH cryptocurrency
- Gay Actors Who Are Notoriously Private About Their Lives
- Banks & Shadows: A 2026 Outlook
- The 10 Most Beautiful Women in the World for 2026, According to the Golden Ratio
- The Best Actors Who Have Played Hamlet, Ranked
2026-02-26 01:24